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@ellenabel wrote: See my comments in BOLD

"I printed the e-file submission listing from; Efile menu, Efile support tools, Select view e-file.  I don't see the statement detail for taxable state tax refund This is a worksheet, qualified dividends This is a worksheet, tax exempt income This is a worksheet, mortgage interest (including information naming co-owner to avoid matching notice) , medical expense This is a worksheet etc.  I did see statement detail for other expenses on Schedule C. 

So exactly what statements is lacerte sending with the e-file submission?

I have now been on hold with lacerte for 95 minutes."

Hopefully you did eventually get connected. The only item on your list that is not a worksheet would be the Mortgage Interest, but you should go to notes and add a STATEMENT to support the line 8b. My recall is that Lacerte has never handled this item well. 

 

 

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